Lakehouse Capital Pty as of March 31, 2025
Portfolio Holdings for Lakehouse Capital Pty
Lakehouse Capital Pty holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 15.3 | $23M | 12k | 1950.80 | |
| Amazon (AMZN) | 14.1 | $21M | 111k | 190.25 | |
| Sea Ltd Sponsord Ads Sponsord Ads (SE) | 9.7 | $15M | 112k | 130.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.8 | $13M | 85k | 156.23 | |
| Visa Com Cl A (V) | 8.5 | $13M | 36k | 350.44 | |
| Wix SHS (WIX) | 8.2 | $12M | 76k | 163.38 | |
| Charles Schwab Corporation (SCHW) | 8.1 | $12M | 157k | 78.28 | |
| Pinterest Cl A (PINS) | 7.2 | $11M | 350k | 31.00 | |
| Servicenow (NOW) | 5.8 | $8.7M | 11k | 796.12 | |
| Meta Platforms Cl A (META) | 4.7 | $7.1M | 12k | 576.32 | |
| Tradeweb Mkts Cl A (TW) | 4.0 | $6.1M | 41k | 148.46 | |
| CoStar (CSGP) | 3.1 | $4.6M | 58k | 79.22 | |
| Microsoft Corporation (MSFT) | 2.4 | $3.6M | 9.5k | 375.32 |
